See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,095,701 | $209,336+423.4% | $197,124+455.8% | $137,256+698.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.20% | 48.09%-30.9pp | 44.34%-27.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $12,853 | $6,591+95.0% | $6,227+106.4% | $4,156+209.3% |
| Participant deferral / active EE | $17,563 | $9,614+82.7% | $9,135+92.3% | $6,407+174.1% |
| Admin fee / account holder | $53,237 | $17,308+207.6% | $16,298+226.6% | $12,270+333.9% |